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Estate Planners Group’s American Homes 4 Rent AMH Stock Holding History

Estate Planners Group’s Portfolio AMH Stock Details AMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-632
Closed -$20.3K – 97
2025
Q4 		$20.3K Buy
+632
New +$20.3K 0.01% 209

Other funds holding AMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Estate Planners Group's AMH Position: Q1 2026 in Review

Estate Planners Group sold out of American Homes 4 Rent (AMH) in Q1 2026, closing a stake of 632 shares — an estimated $20.3K sold.

Estate Planners Group first reported a position in AMH in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 460 funds tracked by Wall St. Rank hold AMH as of Q1 2026.

  • Estate Planners Group reported no remaining American Homes 4 Rent position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 632 American Homes 4 Rent shares in Q1 2026, an estimated $20.3K.
  • Estate Planners Group first reported a position in American Homes 4 Rent in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's American Homes 4 Rent position peaked at $20.3K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.